Shanghai index lost 3600 Note that the direction of investment is risky To enter the market, you need to be cautious

Today is Monday, the market in the morning after the high opening, the whole morning is a large shock, but the amount of energy has not been greatly amplified, so in the first half of the afternoon after the trend is slightly stable, began to shock fall, to 2:30 after a wave of diving, and finally the index turned green.

By the close, the Shanghai index once again lost 3600 points, and a yin line was closed on the K line. The decline of the ChiNext index is even greater, indicating that the current divergence in the market is still relatively large. For some varieties that have risen very high this year, whether it is chemicals, electric power, petroleum, pro-cyclical, or some varieties of new energy, we must pay attention to the risk of chasing high.

Today's market has risen and fallen, the decline of individual stocks is not up to expectations, after the National Day, the uncertainty factors before the holiday were eliminated, but the amount of energy in these two days was not effectively amplified, the amount of energy shrank at the same time, indicating that the leverage allocation of high-frequency trading is decreasing, coupled with the current funds in the wait-and-see, resulting in the current adjustment of the pressure still exists.

At this stage, although there are risks in the market, there is no lack of structural opportunities, such as the first three quarters did not rise, brewing, food, beverages, medicine and other core assets, as well as insurance, real estate, pork, etc. in the recent ushered in a certain opportunity, in the case of the return of funds, the capital surface ushered in a substantial improvement.

In addition, the technology stocks that have undergone a round of deep correction in the early stage have also shown signs of improvement in the near future, such as Lehman Optoelectronics, because the net profit of the first three quarters is expected to increase by 64-80 times year-on-year, rising 45% for three consecutive trading days, of which today it is up 20%. Coincidentally, Hengtong Optoelectronics, which also belongs to the technology sector, has reported a 60% pre-increase in net profit in the third quarter and a good business development momentum, and today it is also painfully pulled up the stop board. These stocks that have been pulled back in the early stage, coupled with good performance, have ushered in a round of rebound market.

Other related sectors such as military industry, logistics in the Double Eleven, cosmetics, winter Olympics and other related sectors also have certain opportunities, and everyone can also layout according to the relevant logic, but remember a principle, that is, do not chase high, only low lurking!

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